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Planned Solutions’s Broadcom AVGO Stock Holding History

Planned Solutions’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$239K Sell
680
-12
-2% -$4.52K 0.07% 133
2026
Q2 		$261K Buy
+692
New +$277K 0.07% 125
2024
Q4 		– Sell
-440
Closed -$75.9K – 156
2024
Q3 		$75.9K Buy
+440
New +$70.5K 0.03% 247
2024
Q1 		– Sell
-440
Closed -$49.1K – 128
2023
Q4 		$49.1K Buy
+440
New +$41.7K 0.02% 286

Other funds holding AVGO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Planned Solutions's AVGO Position: Q3 2026 in Review

Planned Solutions reduced its Broadcom (AVGO) stake by 1.7% in Q3 2026, selling an estimated $4.52K and leaving 680 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #133.

Planned Solutions first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. The position peaked at $261K in Q2 2026. 995 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Planned Solutions held 680 shares of Broadcom worth $239K as of Q3 2026.
  • Planned Solutions sold 12 Broadcom shares in Q3 2026, an estimated $4.52K.
  • Broadcom made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #133 holding.
  • Planned Solutions first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • Planned Solutions's Broadcom position peaked at $261K in Q2 2026.
  • 995 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.